Carmignac Portfolio - Patrimoine

Investment Objective

The aim of the fund is to outperform its reference indicator, 50% MSCI AC World and 50% Citigroup WGBI All Maturities. The investment policy takes into account the principle of risk spreading by means of the diversification of investments. The allocation of the portfolio between the different asset classes and categories of UCITS (equities, balanced, bonds, money market, etc.) is based on fundamental analysis of the global macroeconomic environment and of its indicators (growth, inflation, deficits, etc.) and may vary according to the manager’s expectations.

Reference Index

50% MSCI AC World/ 50% Citigroup WGBI

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.9 0.6 0.5 0.5 0.4 0.7 0.2 0.5 0.3 0.3 0.2 0.5 0.0
2018 1.0 0.2 0.3 0.2 0.7 1.0 0.0 0.6 0.5 0.5 0.8 0.7 0.0

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